See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,769 | $80,968+55.3% | $96,544+30.3% | $75,163+67.3% |
| Participation rate | 75.7% | 71.8%+3.9pp | 76.0%-0.2pp | 67.2%+8.5pp |
| Annual return | 15.27% | 27.06%-11.8pp | 25.84%-10.6pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,668 | $2,282+16.9% | $2,965-10.0% | $2,670-0.1% |
| Participant deferral / active EE | $7,311 | $3,928+86.1% | $4,851+50.7% | $4,125+77.2% |
| Admin fee / account holder | $5,378 | $6,724-20.0% | $8,252-34.8% | $5,651-4.8% |